RESOURCE

2026 Annual Employee Financial Behavior Report

Financial stress continues to weigh on employees’ focus, wellbeing, and performance. Are you ready to see what the latest data reveals about today’s workplace?

Read the report

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Financial stress continues to shape how employees think, feel, and perform at workm and its impact is reaching far beyond personal finances. The 2026 Annual Employee Financial Behavior Report explores how money concerns are influencing focus, burnout, and overall wellbeing across today’s workforce.

Drawing on insights from 1,293 employees across generations, this report uncovers how financial pressure shows up in the workplace and what it means for employers looking to build healthier, more productive teams.

What you’ll gain from this report:

New data on how financial stress impacts focus, productivity, and burnout at work
Insights into how employees across different generations experience financial pressure
A deeper understanding of the connection between money, mental health, and workplace performance
Practical ideas for HR and benefits leaders looking to strengthen financial wellbeing support

Download the report to explore the latest research and discover how organizations can better support employees navigating financial stress.

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Grab your copy today

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6 reasons to download the report:

This report goes beyond the numbers. It helps HR leaders understand how financial stress impacts employees, and how organizations can respond. Inside the report:

See the real impact

Explore insights from 1,293 employees to understand how financial stress shows up in today’s workplace.

Understand burnout drivers

Learn how financial concerns are contributing to emotional exhaustion, distraction, and lost productivity.

Compare generational trends

See how financial stress differs across Gen Z, Millennials, Gen X, and Baby Boomers.

Identify employee needs

Discover where employees feel most overwhelmed with their finances.

Strengthen your benefits strategy

Explore insights that help HR leaders build more effective financial wellness support.

Boost employee engagement

Learn how better financial support can improve motivation, focus, and retention.

The hard truth about employee financial stress

Financial stress is showing up in the workplace in powerful ways and our latest research reveals the numbers behind it.

46.34%

of respondents reported changing jobs due to financial stress

62.48%

say financial stress has a major or moderate impact on their productivity at work

72%

say they would likely use confidential financial coaching or wellness tools if offered by their employer

Start building a financially healthier workplace

Download the report to support employee wellbeing and productivity